Primary Vision Insights – November 23rd, 2020
By Mark Rossano In today’s report, we will spend a lot of time looking at the new policies within China ...
Primary Vision Insights – November 16th, 2020
Frac Spreads -12 to 115 Its A Numbers Game! The Frac Spread Count, our metric used to track the number ...
Primary Vision Insights – November 9th, 2020
By Mark Rossano Summary U.S. Activity UpdateUS Spot and Realized PricesOPEC+ Production/ Exports Shifting Higher, but Jan Increase Called into ...
Primary Vision Insights – November 2nd, 2020
Frac Spreads +4 to 134Growing, but at what cost?The national Frac Spread Count has grown over the last several weeks. ...
Primary Vision Insights – October 26th, 2020
By Mark Rossano Summary U.S. Completion ActivityRising U.S. Storage and Spreads Limiting ExportsCrowded European Markets as Their Economic Activity SlowsU.S. ...
Primary Vision Insights – October 19th, 2020
Frac Spreads +4 to 115 Permian half century mark The Permian hasn’t seen frac spread levels this high since the ...
Primary Vision Insights – October 9th, 2020
By Mark Rossano Summary Hurricane Delta ImpactsFrac Spread Count UpdateRefined Product and Oil GlutSpending in China Dips Putting Pressure on ...
Primary Vision Insights – October 6th, 2020
Frac Spreads +12 to 101 Timing is everything The first time we’ve seen a triple digit Frac Spread Count since ...
Primary Vision Insights – September 28th, 2020
By Mark Rossano Summary Frac Spread Update and ProjectionUpdate on Refined Product Storage and DemandOil Storage Rising GloballyLibya Coming Back ...
Primary Vision Insights – September 21st, 2020
Frac Spreads -2 to 85 Bakken (North Dakota) completions hit double digit frac spreads - Rarely we see spread counts ...
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